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Livermore
Livermore
ZHEN

Assurant, Inc.

AIZ
Exchange
NYSE
Industry
Insurance Carriers, NEC
SEC CIK
0001267238

In the last 90 days, Assurant, Inc. insiders filed 0 open-market purchases and 1 sale; 614 institutions reported holding it in 13F filings for Q2 2026, worth $13.0B in total; no superinvestor holds it.

Other share classesAIZN

Q2 2024 vs. Q1 2024

How the institutions holding Assurant, Inc. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of AIZ: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders5097518+16
Shares48.9M257.9K49.2M+518.5K (+1.1%)
Value$9.20B$48.3M$8.17B−$975.0M (−10.7%)

7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (65)

Institutions that held Assurant, Inc. at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to AIZ in Q2 2024
InstitutionSharesValue% of portfolio
Hennessy Advisors Inc44,900$7.46M0.28%
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)29,114$4.84M0.05%
Elevatus Welath Management19,391$3.22M1.21%
Strategic Global Advisors, LLC16,773$2.79M0.58%
Campbell & CO Investment Adviser LLC15,008$2.50M0.21%
Natixis Advisors, L.P.13,797$2.29M0.00%
Corebridge Financial, Inc.13,283$2.21M0.01%
Connor, Clark & Lunn Investment Management Ltd.13,220$2.20M0.01%
Alberta Investment Management Corp11,800$1.96M0.02%
Aquatic Capital Management LLC10,700$1.78M0.07%
Canada Pension Plan Investment Board10,478$1.74M0.00%
Fox Run Management, L.L.C.8,463$1.41M0.26%
Machina Capital S.A.S.5,623$934.8K0.42%
XTX Topco Ltd5,286$878.8K0.08%
Congress Wealth Management LLC5,100$847.9K0.01%
Mirae Asset Global ETFs Holdings Ltd.4,533$753.6K0.00%
Mirae Asset Global Investments Co., Ltd.4,428$740.6K0.00%
Forsta Ap-Fonden4,400$731.5K0.01%
Cyr Financial Inc.4,325$719.0K0.72%
Mizuho Securities USA LLC4,015$667.5K0.01%
MBB Public Markets I LLC3,900$648.4K0.01%
Achmea Investment Management B.V.3,786$629.0K0.01%
Magnetar Financial LLC3,714$617.5K0.01%
Bridgefront Capital, LLC3,622$602.2K0.25%
Dynamic Technology Lab Private Ltd3,186$530.0K0.06%
Oak Thistle LLC3,061$508.9K0.38%
Sanctuary Advisors, LLC2,746$474.8K0.00%
HTLF Bank2,819$468.7K0.05%
Contravisory Investment Management, Inc.2,696$448.2K0.10%
Two Sigma Securities, LLC2,657$441.7K0.02%
Qsemble Capital Management, LP2,602$432.6K0.08%
Boothbay Fund Management, LLC2,519$418.8K0.01%
ISAM Funds (UK) Ltd2,391$397.5K0.30%
Scientech Research LLC2,165$359.9K0.07%
National Wealth Management Group, LLC2,164$359.8K0.27%
Omers Administration Corp2,024$336.5K0.00%
MQS Management LLC1,988$330.5K0.20%
Oversea-Chinese Banking CORP Ltd1,825$303.5K0.01%
Atria Investments LLC1,693$281.5K0.00%
AlphaCore Capital LLC1,665$276.8K0.07%
Jefferies Financial Group Inc.1,611$267.8K0.01%
Applied Finance Capital Management, LLC1,421$236.2K0.01%
Entropy Technologies, LP1,363$226.6K0.02%
Kovitz Investment Group Partners, LLC1,343$223.5K0.00%
Menard Financial Group LLC1,340$222.8K0.16%
M Holdings Securities, Inc.1,293$215.0K0.03%
Grantham, Mayo, Van Otterloo & Co. LLC1,287$214.0K0.00%
CAPROCK Group, Inc.1,246$207.2K0.01%
ORG Partners LLC481$80.3K0.01%
Family Firm, Inc.305$50.7K0.01%
Redwood Wealth Management Group, LLC300$49.9K0.04%
Annis Gardner Whiting Capital Advisors, LLC203$33.7K0.01%
Innealta Capital, LLC186$30.9K0.01%
Cromwell Holdings LLC160$26.6K0.02%
Rothschild Investment LLC145$24.1K0.00%
LRI Investments, LLC49$8.19K0.00%
Jones Financial Companies LLLP47$7.81K0.00%
Headlands Technologies LLC39$6.48K0.00%
Umb Bank N A32$5.32K0.00%
Cullen/Frost Bankers, Inc.28$4.66K0.00%
Chilton Capital Management LLC20$3.33K0.00%
J.Safra Asset Management Corp10$1.66K0.00%
Private Ocean, LLC6$9980.00%
Ashton Thomas Private Wealth, LLC6$9980.00%
Y.D. More Investments Ltd36$160.00%

Sold out (49)

Institutions that held Assurant, Inc. at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of AIZ in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Glenmede Trust Co NA24,158$4.55M
Capital Fund Management S.A.20,761$3.91M
Wakefield Asset Management LLLP20,381$3.84M
American International Group, Inc.13,592$2.56M
Advisors Preferred, LLC13,208$2.47M
Edgestream Partners, L.P.12,322$2.32M
Montag A & Associates Inc11,283$2.12M
Lighthouse Investment Partners, LLC10,922$2.06M
Texas Permanent School Fund10,736$2.02M
Dean Capital Management9,882$1.86M
Kingsview Wealth Management, LLC9,445$1.78M
Y-Intercept (Hong Kong) Ltd8,070$1.52M
Redwood Investment Management, LLC8,036$1.51M
USS Investment Management Ltd6,700$1.26M
GeoWealth Management, LLC5,642$1.06M
SRB Corp3,905$735.1K
Capstone Investment Advisors, LLC3,794$714.2K
Quadcap Wealth Management, LLC2,993$563.5K
Duality Advisers, LP2,964$557.9K
Oppenheimer & Co Inc2,900$545.9K
Atria Wealth Solutions, Inc.2,663$501.4K
Teza Capital Management LLC2,397$451.2K
Metropolitan Life Insurance Co2,094$394.2K
Yarbrough Capital, LLC1,956$368.2K
Baader Bank INC1,750$329.4K
Davis R M Inc1,495$281.4K
Allen Investment Management LLC1,467$276.1K
Atomi Financial Group, Inc.1,391$261.8K
Cambridge Investment Research Advisors, Inc.1,305$246.0K
Banque Pictet & Cie SA1,254$236.1K
SOL Capital Management CO1,200$226.0K
Tobias Financial Advisors, Inc.1,200$225.9K
Brighton Jones LLC1,175$221.2K
Berger Financial Group, Inc1,165$219.2K
Lake Street Advisors Group, LLC1,125$211.8K
Personal Cfo Solutions, LLC1,121$211.2K
SC&H Financial Advisors, Inc.1,110$208.9K
Ameritas Advisory Services, LLC1,176$205.4K
Meeder Asset Management Inc371$69.8K
FIL Ltd148$27.9K
Hollencrest Capital Management30$5.65K
Sofos Investments, Inc.22$4.19K
Semmax Financial Advisors Inc.12$2.12K
Rakuten Securities, Inc.7$1.32K
SYSTM Wealth Solutions LLC5$979
Creekmur Asset Management LLC4$753
Impact Partnership Wealth, LLC2$376
Bartlett & Co. Wealth Management LLC2$376
Colonial Trust Advisors1$188

Not filed for Q2 2024 yet (7)

Institutions that held Assurant, Inc. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AIZ in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG124,764$23.5M
Degroof Petercam Asset Management73,335$13.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund37,714$7.10M
Shell Asset Management Co12,668$2.11M
Cubic Asset Management, LLC5,100$960.0K
Cognios Beta Neutral Large Cap Fund, LP2,192$412.6K
Wilbanks Smith & Thomas Asset Management LLC2,154$405.5K